Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Markets are adjusting to ongoing fiscal largesse and monetary policy pivots. For fixed income investors, this creates fertile ground for...
Webinar Eurozone outlook: A clearer path ahead but don’t expect fireworks
Research Briefing
Labor market conditions loosen, prompting an earlier Fed rate cut
Research Briefing
Large primary deficits make for a concerning fiscal outlook
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
We still expect the Bank of England to cut Bank Rate by 25bps again in November, despite August's unexpectedly tight...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Research Briefing
The Bank of England's Monetary Policy Committee has delivered 100bps of rate cuts since its easing cycle began in August...
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
The Bank of England’s new BCST stress test introduces a recalibrated approach to measuring financial resilience in reflecting IFRS 9...
La entrada en vigor de los aranceles de Estados Unidos no ha generado grandes distorsiones en el dinamismo económico de...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Economic growth across most of the region has been mostly undisturbed by the start of US tariffs. Resilient domestic demand...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
Fed officials remain cautious amid rising inflation and ongoing policy uncertainty. The latest FOMC meeting highlights the challenges facing the...
Research Briefing
The scale of the US tariffs announced on April 2 suggests the economic impact on the Eurozone will be swift....
Research Briefing
Our sentiment data-based nowcast, developed with Penta, suggests UK employment growth has continued to slow in recent months.
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at Thursday's meeting. Considering the significant downgrading of growth and...